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CGHM vs JPIE

Capital Group Municipal High-Income ETF vs JPMorgan Income ETF

CGHM

Capital Group Municipal High-Income ETF

Capital Group

Annual cost

0.34%

Fund size

$2.9B

JPIE

JPMorgan Income ETF

JPMorgan

Annual cost

0.39%

Fund size

$8.7B

Key differences

  • JPIE is significantly larger than CGHM — larger funds tend to be more liquid and less likely to close.
  • CGHM follows a index tracking strategy; JPIE uses active selection.

Side-by-side comparison

CGHMJPIE
Annual cost (TER)0.34%0.39%
Fund size (AUM)$2.9B$8.7B
Since20242021
Dividend yield3.80%5.64%
Asset classfixed incomefixed income
Regionnorth america
Strategyindex trackingactive selection
CAGR 1Y+8.0%+6.0%
CAGR 3YN/A+6.2%
CAGR 5YN/AN/A
Sharpe 3YN/A0.93
Volatility 1Y3.11%1.58%
Max drawdown-5.90%-9.96%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to CGHM and JPIE